We know that investment strategies have been one of the big topics within the SMSF industry over the past 6 months and will continue to be a significant part of the landscape in 2020. Over the past few months we have been working towards seamlessly integrating the preparation of Smarter SMSF’s investment strategy into Simple…
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Having launched our SMSF days last week, we have now moved into the planning stages for our biggest face-to-face events each year. Running these across 5 capital cities between 24 March to 7 April 2020, we already have over 70 registrations and are well on track to track to hopefully 150+ attendees across the events.…
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Have you ever been really interested in attending a training event, but needed to convince your boss to let you go? Events such as the SMSF day are an important way to learn about the latest issues and strategies around SMSFs, something which may professionals recognise and is why they attend each year. We understand that sending…
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It has become common practice for SMSFs to maintain the currency of the deed due to ongoing changes in the law or outcomes from relevant case law decisions. It is however important to distinguish the different activities with a fund’s deed and how they will be deemed as capital in nature or deductible. Trust deed…
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The ATO has recently published the top 5 mistakes made on SMSF annual returns (SARs) and how they can be avoided when lodging current and future SARs. We share these with you below and provide some of our own commentary around these topics: Bank account not unique to the SMSF A fund needs a…
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